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Banking & Finance Financial Consultant

Client-Focused Financial Solutions Advisor

Job in Chapel Hill, Orange County, North Carolina, 27517, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-05
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Consultant
Job Description & How to Apply Below
A leading financial institution is seeking a position responsible for providing personalized financial advice and solutions, meeting clients' financial goals. Responsibilities include planning with various brokerage products, recommending banking strategies, and triaging client requests. Candidates should possess strong communication skills, time management, and the ability to adapt to new technology. A high school diploma is required, while a FINRA certification is desirable.

Join the team in Chapel Hill, NC for a fulfilling career with growth opportunities.
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